Displaying 9 results
Bluespring Wealth Partners creates $1.4B Florida hub
Two partner firms combine to provide enhanced services for clients and team.
David Canter joins CAIS as strategic advisor
Alternative investments platform reaffirms support for RIAs as it taps industry veteran.
Bluespring Wealth Partners acquires $500M family-run firm in Virginia
The 15-year-old firm’s leaders looking forward to focusing on client relationships.
David Canter stepping down as president of Bluespring
Canter joined Bluespring only a year ago after spending nearly 13 years at Fidelity Investments.
Bluespring acquires Mississippi hybrid
WealthPartners, which oversees assets of $500 million, primarily focuses on high-net-worth individuals and families.
Fidelity’s outgoing RIA boss, David Canter, joining Bluespring Wealth as president
After a decade at Fidelity, Canter will take over leadership of Bluespring, the RIA roll-up subsidiary of Kestra Holdings, with a focus on M&A, firm strategy and organic growth.
Bluespring Wealth acquires $850 million hybrid
Dallas-based CD Wealth Management is joining the Kestra subsidiary to gain scale.
Kestra unit acquires $500 million RIA
Bedell Frazier will become part of Bluespring Wealth Partners
Bluespring Wealth acquires $1.1 billion Vector Wealth Management
Kestra's acquisition unit adds Minneapolis RIA.
